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Learn from this investor’s $100m mistake
In 2010, a Grammy-winning artist passed on investing $200K in an emerging real estate disruptor. That stake could be worth $100+ million today.
One year later, another real estate disruptor, Zillow, went public. This time, everyday investors had regrets, missing pre-IPO gains.
Now, a new real estate innovator, Pacaso – founded by a former Zillow exec – is disrupting a $1.3T market. And unlike the others, you can invest in Pacaso as a private company.
Pacaso’s co-ownership model has generated $1B+ in luxury home sales and service fees, earned $110M+ in gross profits to date, and received backing from the same VCs behind Uber, Venmo, and eBay. They even reserved the Nasdaq ticker PCSO.
Paid advertisement for Pacaso’s Regulation A offering. Read the offering circular at invest.pacaso.com. Reserving a ticker symbol is not a guarantee that the company will go public. Listing on the NASDAQ is subject to approvals.
HOT OFF THE PRESS🔥
💰Wall Street Gains on Inflation Surprise
Welcome, we are {{active_subscriber_count}} Money Masters and counting!
Wall Street rallied Tuesday after fresh data showed consumer prices rose less than expected in July, easing concerns about inflation. The S&P 500 closed at a new record, with gains across most sectors as traders increased bets on a September Fed rate cut. Sentiment improved further as investors saw signs that price pressures may be moderating without derailing economic growth.
Action Signal: If market breadth stays strong into Friday, consider adding 2–3% to broad equity ETFs like VOO or QQQ.
Let’s go.
BIG IDEA 1💡
Rates, Records, and Market Moves
Wall Street Extends Gains on CPI Relief
Record‑Setting Day – The S&P 500 rose 1.1% to a new all-time high, the Nasdaq gained 1.4%, and the Dow jumped 483 points as investors embraced the softer inflation data.
Headline Inflation Eases – July CPI increased 2.7% year‑over‑year, under the 2.8% estimate, while monthly gains held steady at 0.2%, compared to 0.3% in June.
Rate Cut Odds Surge – Fed funds futures now imply over a 90% probability of a 25-basis-point cut in September, up from 86% the day before the release.
Core Inflation and Tariff Effects
Underlying Prices Firm – Core CPI excluding food and energy rose 3.1% year-over-year, slightly above forecasts and higher than June’s 2.9%.
Tariff Pass-Through Limited – While tariffs are pushing up costs in some categories, analysts suggest they haven’t yet caused a broad-based price surge.
Data-Driven Path Ahead – The August jobs report on September 5 will be a key factor in confirming whether the Fed follows through on September easing.
Stock and Sector Standouts
Tech Momentum Continues – Nvidia notched a fresh intraday all-time high of $184.48, driven by strong AI chip demand and a new U.S. revenue-sharing deal for China.
Media Gains Ground – Sinclair Broadcasting shares surged as the company said it is exploring potential mergers and a spinoff of its ventures unit.
Industrial Weakness – Celanese slid after warning of a softening demand environment across most major end markets in the second half of the year.
BIG IDEA 2💡
Tech, Crypto, and Capital Flows
Crypto Steady Post-CPI
Bitcoin Holds Firm – BTC hovered around $119,000 after the inflation report, as traders balanced cooling price pressures with broader macro uncertainty.
Institutional Buying Continues – Metaplanet purchased 518 more Bitcoin for $61.4 million, bringing its total holdings to over 118,000 coins worth $1.85 billion.
Mixed Altcoin Performance – Ether gained nearly 2% while Solana, Cardano, and Dogecoin saw modest declines as profit-taking followed recent rallies.
Hedge Fund Positioning Trends
Concentration in Mega-Caps – Hedge funds boosted exposure to Microsoft, Amazon, and Nvidia, while maintaining Apple as their largest underweight position.
Healthcare Takes the Lead – Health care exposure rose to 25.8%, the highest sector overweight and 16 percentage points above the S&P 500 benchmark.
Small Caps Remain Discounted – BofA sees value in small caps after years of underperformance but favors mid-caps for stronger fundamentals and lower leverage.
Browser Wars and AI Ambitions
Perplexity’s Strategic Move – The AI startup’s $34.5 billion bid for Chrome underscores efforts to disrupt Google’s dominance in web browsing.
AI Integration Potential – Analysts say AI-driven browsers could bypass traditional search engines, reshaping how users access and interact with online content.
High-Stakes Competition – The move highlights the growing strategic value of browser “real estate” as generative AI becomes more central to the internet experience.
Need our expert tips? Grab our Money Mastery guides today.
QUICK ACTION CHECKLIST✅
Do This Next
Set watch alerts for VOO or SPY at 1–2% pullbacks — ideal for adding to core index positions when prices dip.
Add defensive exposure through XLV or IHF if market volatility picks up — healthcare ETFs often outperform in uncertain conditions.
Layer into IWR under $80 to capture mid-cap value upside before the next earnings cycle.
Hold commodity hedges like GLD or SLV until tariff risks fade — these can cushion portfolios against geopolitical and trade shocks.
Tighten stops on high-gain positions ahead of the Sept. 5 jobs report to protect profits in case of surprises.
Bonus Resource: We keep a short list of the smartest newsletters we read every week — each one offers unique strategies and insights we can vouch for.
Click here to see the list.
FINANCIAL LITERACY CORNER📚
Learn About Money (Literally)
HEADLINE ROUNDUP🤠
Our 5 Top Stories
INFLATION REPORT💸
Today’s Inflation Rate: 2.43% (down a bit)
You are now closer to money mastery!🎉
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